Sectoral Asset Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sectoral Asset Management Inc disclosed 71 stock positions valued at approximately $143.30M as of quarter-end June 30, 2026. The largest holdings include CONTINEUM THERAPEUTICS, ELI LILLY & CO, and UNITEDHEALTH GRP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 71
- Portfolio Value
- $143.30M
Holdings by Sector
Sectoral Asset Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CONTINEUM THERAPEUTICS | CTNM | Healthcare | 8.32% | 727,587 | - | - | $11,925,151 |
| ELI LILLY & CO | LLY | Healthcare | 5.32% | 6,354 | - | - | $7,621,178 |
| UNITEDHEALTH GRP INC | UNH | Healthcare | 3.84% | 13,235 | -1,722 | -11.51% | $5,500,863 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.23% | 18,218 | - | - | $4,626,825 |
| BIONTECH SE | BNTX | Healthcare | 2.72% | 41,869 | +19,705 | +88.91% | $3,895,910 |
| DEXCOM INC | DXCM | Healthcare | 2.39% | 50,756 | +27,525 | +118.48% | $3,418,417 |
| ARCUS BIOSCIENCES | RCUS | Healthcare | 2.39% | 110,870 | +65,800 | +146.00% | $3,418,122 |
| AMGEN INC | AMGN | Healthcare | 2.33% | 9,210 | - | - | $3,335,125 |
| SUMMIT THERAPEUTICS | SMMT | Healthcare | 2.24% | 220,180 | +150,565 | +216.28% | $3,208,023 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 2.16% | 26,070 | +26,070 | +100.00% | $3,101,027 |
| ABBVIE INC | ABBV | Healthcare | 2.14% | 12,200 | - | - | $3,070,008 |
| MERCK & CO INC | MRK | Healthcare | 1.94% | 21,480 | - | - | $2,772,981 |
| ARRIVENT BIOPHARMA | AVBP | Healthcare | 1.92% | 79,043 | +49,030 | +163.36% | $2,745,954 |
| VERTEX PHARMA | VRTX | Healthcare | 1.88% | 5,432 | -1,575 | -22.48% | $2,698,237 |
| ARGENX SE | ARGX | Healthcare | 1.83% | 2,831 | -733 | -20.57% | $2,626,517 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.82% | 20,620 | -6,870 | -24.99% | $2,605,131 |
| INSMED INC | INSM | Healthcare | 1.73% | 23,216 | +3,548 | +18.04% | $2,475,290 |
| TECTONIC THERAPEUTIC | TECX | Healthcare | 1.70% | 71,009 | +51,950 | +272.57% | $2,440,934 |
| INTUITIVE SURGIC INC | ISRG | Healthcare | 1.62% | 5,850 | +600 | +11.43% | $2,326,428 |
| STRYKER CORP | SYK | Healthcare | 1.57% | 7,129 | +1,255 | +21.37% | $2,248,893 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 1.55% | 119,923 | +119,923 | +100.00% | $2,216,177 |
| ROIVANT SCIENCES LTD | ROIV | Healthcare | 1.51% | 61,100 | +28,600 | +88.00% | $2,162,329 |
| IQVIA HOLDINGS INC | IQV | Healthcare | 1.46% | 10,848 | +2,541 | +30.59% | $2,096,051 |
| PULSE BIOSCIENCES INC | PLSE | Healthcare | 1.31% | 67,895 | +67,895 | +100.00% | $1,882,728 |
| DANAHER CORP | DHR | Healthcare | 1.28% | 9,597 | - | - | $1,830,726 |
| THERMO FISHER SCIENTIFIC | TMO | Healthcare | 1.23% | 3,508 | - | - | $1,759,926 |
| ABBOTT LABS | ABT | Healthcare | 1.14% | 18,080 | -7,498 | -29.31% | $1,640,579 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 1.12% | 185,900 | +185,900 | +100.00% | $1,608,035 |
| BOSTON SCIENTIFIC | BSX | Healthcare | 1.08% | 36,330 | +1,550 | +4.46% | $1,550,564 |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 1.02% | 21,950 | +21,950 | +100.00% | $1,457,919 |
Showing 30 of 71 holdings in the latest reporting period.